Joel Tan Jun Liong, Chfc®/S, Aepp®

Joel Tan Jun Liong, Chfc®/S, Aepp® Email and Phone Number

Financial Services Associate Director @ Income Insurance Limited
Singapore
Joel Tan Jun Liong, Chfc®/S, Aepp®'s Location
Singapore, Singapore
About Joel Tan Jun Liong, Chfc®/S, Aepp®

Joel Tan Jun Liong, Chfc®/S, Aepp® is a Financial Services Associate Director at Income Insurance Limited.

Joel Tan Jun Liong, Chfc®/S, Aepp®'s Current Company Details
Income Insurance Limited

Income Insurance Limited

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Financial Services Associate Director
Singapore
Joel Tan Jun Liong, Chfc®/S, Aepp® Work Experience Details
  • Income Insurance Limited
    Financial Services Associate Director
    Income Insurance Limited
    Singapore
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  • Income Insurance Limited
    Financial Services Manager
    Income Insurance Limited Jul 2024 - Present
    Singapore
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  • Income
    Associate Financial Services Manager
    Income Jan 2023 - Present
    Singapore
    Income Summit Club 2023 - PrestigeIncome Summit Club 2024 - PrestigeSignature Class 2023Signature Class 2024 - Top 10 ranking (10th position in Income)4 Apps Club Champion 2023 (Top Case Count in Income)Million Dollar Round Table 2023Million Dollar Round Table 2024 (Double MDRT)
    View
  • Income
    Senior Premier Financial Consultant
    Income Jan 2021 - Present
    Singapore
    Income Summit Club 2021- PlatinumIncome Summit Club 2022- PrestigeSignature Class 2021Signature Class 2022Million Dollar Round Table 2021Million Dollar Round Table 2022
    View
  • Income
    Senior Financial Consultant
    Income Jan 2019 - Present
    Singapore
    Income Summit Club 2019 - PrestigeIncome Summit Club 2020 - ClassicSignature Class 2019Signature Class 2020Million Dollar Round Table 2019Million Dollar Round Table 20204 Apps Club 2020 - Gold Award
    View
  • Income
    Financial Consultant
    Income Jul 2014 - Present
    Singapore
    Income Summit Club 2016 - ClassicIncome Summit Club 2017 - ClassicIncome Summit Club 2018 - PrestigeSignature Class 2016Signature Class 2017Signature Class 2018
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  • Singapore College Of Insurance
    Chartered Financial Consultant ®/Singapore
    Singapore College Of Insurance Nov 2018 - Present
    Singapore
    CHFC01: Financial PlanningCHFC02: Risk Management, Insurance and Retirement PlanningCHFC03: Tax, Estate Planning and Legal Aspects of Financial PlanningCHFC04: Investment PlanningCHFC05: Personal Financial Plan ConstructionCHFC06: Planning for Business Owners and ProfessionalsCHFC07: Wealth Management and Financial PlanningCHFC08: Financial Planning ApplicationsCHFC09: Ethics for the Financial Services Professional
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  • Eppl (Estate Planning Practitioners Limited)
    Associate Estate Planning Practioner®
    Eppl (Estate Planning Practitioners Limited) Feb 2022 - Present
    Singapore
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  • Singapore Army
    Law Enforcer (Military Policy Command)
    Singapore Army Dec 2012 - Jun 2014
    Mowbray Camp
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  • Ocbc Bank
    Basel Accounting Assistant
    Ocbc Bank Oct 2011 - Jan 2012
    Singapore
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Joel Tan Jun Liong, Chfc®/S, Aepp® Education Details

  • Singapore College Of Insurance
    Singapore College Of Insurance
    Financial Planning And Services
  • Estate Planning Practitioner Limited
    Estate Planning Practitioner Limited
    Estate Planning
  • Temasek Polytechnic
    Temasek Polytechnic
    Accounting And Finance
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Frequently Asked Questions about Joel Tan Jun Liong, Chfc®/S, Aepp®

What company does Joel Tan Jun Liong, Chfc®/S, Aepp® work for?

Joel Tan Jun Liong, Chfc®/S, Aepp® works for Income Insurance Limited

What is Joel Tan Jun Liong, Chfc®/S, Aepp®'s role at the current company?

Joel Tan Jun Liong, Chfc®/S, Aepp®'s current role is Financial Services Associate Director.

What schools did Joel Tan Jun Liong, Chfc®/S, Aepp® attend?

Joel Tan Jun Liong, Chfc®/S, Aepp® attended Singapore College Of Insurance, Estate Planning Practitioner Limited, Temasek Polytechnic.

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